SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $319,697 | -24.9% | 6,553 | -25.7% | 0.15% | -28.6% |
| Q4 2022 | $425,565 | -91.6% | 8,822 | -91.6% | 0.21% | -92.3% |
| Q3 2022 | $5,065,000 | -2.6% | 104,948 | -0.8% | 2.66% | +1.2% |
| Q2 2022 | $5,202,000 | -3.0% | 105,758 | -2.3% | 2.63% | +11.9% |
| Q1 2022 | $5,365,000 | -15.1% | 108,294 | -12.9% | 2.35% | -12.5% |
| Q4 2021 | $6,321,000 | -12.2% | 124,302 | -11.7% | 2.69% | -13.7% |
| Q3 2021 | $7,203,000 | -3.2% | 140,714 | -3.2% | 3.12% | -0.5% |
| Q2 2021 | $7,444,000 | +3.6% | 145,336 | +3.8% | 3.13% | -5.9% |
| Q1 2021 | $7,185,000 | +6.7% | 140,032 | +6.9% | 3.33% | -4.4% |
| Q4 2020 | $6,731,000 | +8.3% | 130,985 | +8.6% | 3.48% | -2.4% |
| Q3 2020 | $6,213,000 | +43.8% | 120,650 | +44.2% | 3.57% | +26.7% |
| Q2 2020 | $4,320,000 | +572.9% | 83,673 | +574.7% | 2.82% | +373.4% |
| Q1 2020 | $642,000 | +12.8% | 12,401 | +9.9% | 0.60% | +32.8% |
| Q4 2019 | $569,000 | – | 11,279 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Sage Partners, LLC | 1,340,809 | $64,439,279 | 19.08% |
| Morningstar Investment Management LLC | 1,809,885 | $86,983 | 11.79% |
| Northeast Financial Group, Inc. | 339,823 | $16,331,823 | 10.47% |
| Greenline Partners, LLC | 1,042,786 | $53,955,154 | 10.09% |
| FLC Capital Advisors | 713,899 | $34,309,970 | 10.04% |
| Altiora Financial Group, LLC | 442,282 | $21,256,078 | 9.34% |
| Bell Investment Advisors, Inc | 854,343 | $41,059,705 | 9.11% |
| LOWERY THOMAS, LLC | 187,574 | $9,014,826 | 8.86% |
| Comprehensive Wealth Management, LLC | 211,208 | $10,150,656 | 8.79% |
| United Capital Management of KS, Inc. | 566,358 | $27,219,167 | 8.72% |